Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 States Where College Grads Are Drinking Less
By Allison BellThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
February 21, 2023
Washington State's LTC Mandate Temporarily Reshaped Life Sales: MIBGenworth, ILTCI and neurologists also have long-term care market news.
February 16, 2023
15 Safest Cities in America: 2023Many of the safest cities are relatively affordable to live in, according to SmartAsset.
February 14, 2023
15 Most Educated States in AmericaAs WalletHub notes, education tends to go hand in hand with economic success.
February 14, 2023
How to Help Clients Mentally Prepare for Retirement: Advisors' AdviceSkilled advisors know that getting the financial picture in order is only part of the retirement planning equation.
February 13, 2023
Cash Flow Gaps Add to Grieving Families' Pain: EmpathyThe average bereaved family spends about $5,000 on legal matters.
February 09, 2023
Pay Change Could Wreck Medicare Advantage Provider Networks, Group PredictsSusan Dentzer says the shift would wallop physicians who care for patients with common chronic conditions.